Financial Planning & Analysis

Illustration of a presentation board with a line graph showing an upward trend and pie chart.

Personal Financial Planning & Analysis

  • Net worth tracking and analysis

  • Household budgeting and cash flow planning

  • Financial goal modeling (retirement, home purchases, debt payoff)

  • Tax-aware planning for life events (marriage, kids, inheritance, etc.)

Business Financial Planning & Analysis

  • Monthly and quarterly performance reviews

  • Cash flow forecasting and scenario planning

  • Budget creation and variance analysis

  • Break-even and pricing analysis

Investment & Growth Planning

  • Investment performance tracking and benchmarking

  • Real estate portfolio cash flow and ROI analysis

  • Debt service coverage and risk assessments

  • Buy/sell scenario modeling

Decision Support & Strategic Analysis

  • What-if scenario modeling

  • Multi-year projections and forecasting

  • Financial impact of business expansion, hiring, or new ventures

  • KPI dashboards and visual reports